Our client is a successful UK wealth manager. They are looking to hire a Relationship Manager to manage relationships with UK based mass affluent and HNW clients.
Key responsibilities include: owning and managing client relationships, developing long-term consultative relationships with clients, efficiently resolving client queries, providing guidance on a range of investment services tailored to HNW/mass affluent clients and developing a strong understanding of their proposition.
The role will be focused on developing relationships with existing clients rather than new business.
The successful candidate will be a self-starter, at least level 4 RDR qualified, possess proven relationship management experience gained in wealth management, finance advice or private banking, have excellent communication and influencing skills and strong investment knowledge.